Client Service Operations Specialist, A2

Summary about this job

Detail information about job Client Service Operations Specialist, A2. Terms and conditions vacancy

Key Accountabilities

• Be the first point of contact for Investment Managers as the face of State Street
• Provide inquiry and operational support to internal and external clients on complex, high risk asset servicing functions.
• Proactively engage with, resolve a broad range of questions for, and carry out processing work to resolve a variety of requests for internal and external clients.
• Engage in exception resolution process; pro-actively resolve inquiries and exceptions on a case by case basis by working with functional teams and State Street colleagues.
• Perform operational tasks as necessary.
• Track and conduct research using internal and external sources to respond to, and resolve, complex inquiries and issues.
• Maintain accurate records of research, follow up and client interaction.
• Liaise with the operations teams to solve processing problems. Identify the need for escalation of issues.
• Proactively identify service issues with client facing impact and bring them to the attention of appropriate parties for resolution.
• Provide training and guidance to less experienced Client Service Representatives.
• Initiate communication to clients on complex asset servicing matters.
• During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

• Bachelor’s degree or equivalent related experience.
• Minimum 1 year of related experience in custody, fund accounting and/or transaction processing.
• Good knowledge of asset servicing and global custody operational processes and systems.
• Good working knowledge of MS Office applications, and spreadsheet proficiency.
• Good analytical and organizational skills.
• Ability to prioritize assignments under tight deadlines.
• Excellent written and verbal communication skills.
• Excellent research and problem solving skills.